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EXCLUSIVE: THIS Has to Happen for TSLA to Recover w/ Fundstrat’s Mark Newton
Mark Newton, Managing Director and Head of Technical Strategy at Fundstrat join us.
You can get his technical insights every day with a free 30-day trial to FS Insight – use the link : https://bit.ly/brighter2024
Fundstrat Global Advisors is a financial research firm recognized for its analysis in the fields of equities, macroeconomics, and cryptocurrency co-founded by Tom Lee, who himself is a notable Wall Street strategist and frequent commentator on financial news networks.
Mark was one of the only Wall Street strategists to correctly call the S&P 500 year-end targets for both 2022 and 2023, and he correctly recommended overweighting Technology and Industrials last year.
Follow Mark on X: @marknewtoncmt
Website: fundstrat.com
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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Author is long TSLA and other stocks at time of original video publish date.
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How Will Tesla's Robotaxi Business Model Work, Exactly?
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Canada slashes Model Y prices - SAME PRICE as Model 3!
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Big price cuts in Canada really do make sense, and not just because it makes the Model Y eligible for additional buyer rebates. The US has TWO factories that produce Model Y, but Canada has access to THREE. Yes, you can get a Shanghai Model Y. They have access to more supply, and that reduces COGS, making it make even more sense.
#Tesla #TSLA #EVs #canada
Tesla Q4 Battery Updates // Production Dip and Rumors
In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive.
I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.
'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390
Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632
Weibo Rumor- Tesla Importing Cathode Rolls:
https://twitter.com/LimitingThe/status/1748012290320794068
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*Timeline*
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary
Intro Music by Dyalla: Homer Said
2024 Tesla Model 3 Refresh: The Perfect Starter EV!
The new Tesla Model 3 is really really good.
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